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Showing 731 - 740 of 9814 results for "Advisers"

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
... of Bain Capital's investment committee. Insignia engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. Its shareholders aren't required to take any action in relation to the ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... literacy. This should foster increased member engagement and promote financial wellness. AI can also assist trustees and advisers in navigating the crucial decumulation phase for plan members," he said.

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... financial planning firms from AMP." AMP's recently sold its advice licensees to Entireti and AZ NGA, which has seen some 950 advisers across relevant branches transitioning to the two companies. Meanwhile, Oaktree managing director Byron Beath noted ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... while the University of Tasmania runs the Graduate Diploma in Financial Planning as well as the Ethics for Professional Advisers bridging unit. Financial Advice Association Australia general manager of education Anne Palmer said: "The FAAA remains particularly ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... and sits on multiple boards and external advisory committees. Earlier, she held roles at the Association of Financial Advisers, Pinnacle Practice, ING Australia, and Bankers Trust. Last year, Fuchs stepped into the acting chief of retirement role while ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... regional and wider global manager research teams, William and the team are well positioned to support both investors and advisers in providing them with independent research and insights into superannuation funds, " said Matt Olson, Morningstar director ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
... made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically, the FAAA highlighted "deep flaws" surrounding ...

JANA consultant heads to Qatar

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
JANA Investment Advisers has lost a senior consultant to one of Qatar's largest pension funds. After five years at JANA, Kishodaran Letchumanan has joined the General Retirement and Social Insurance Authority (GRSIA) - the pension fund for Qatari ...

Superannuation tax shakeup proposed by Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 9 DEC 2024
... need to juggle two accounts with different rules. "A single combined account would make it easier for members, funds and advisers," the paper said. The second reform proposed is to impose a tax on "very high benefits" drawn in retirement and on death ...